Features
Powerful features built for security and simplicity
Security
Security matters. We take a security-by-design approach to building our
software utilizing best practices to provide peace of mind.
software utilizing best practices to provide peace of mind.
SOC 2 (Type 2) report
myPortal.Team obtains an independent validation of our security controls under the American Institute of Certified Public Accountants' applicable Trust Services Principles and Criteria.
3rd Party data centers
We utilize Azure as our third-party hosting provider. Azure has been recognized as the most trusted cloud for U.S. government institutions, including a FedRAMP High authorization.
Security protocols
The SSL/TLS protocol supported by myPortal.Team is TLS v1.2.
Data at rest / in transit
Data is encrypted using 256-bit AES encryption, one of the strongest block ciphers available.
Two-factor authentication
2FA provides an additional security layer to ensure those trying to access an account are who they say they are.
Private requests
Make specific requests and related activity private. Clearly see who has access to private requests.
View restrictions
Restrict a user's view of the request list to items they're assigned.
Secure comments
Prevent comments from being intercepted over email with our secure comment feature.
Password complexity
Enforce password complexity at the enterprise level.
User lockout
Prevent brute force attacks by enabling user lockout and control how long a user is locked out of their account.
Inactivity thresholds
Require users to reset their password if they are inactive over a threshold you control.
Dashboards & Reporting
Introduce a level of transparency into your engagements like never seen before,
where everyone is working with the most updated information.
where everyone is working with the most updated information.
Dashboards
Real-time data in one place. Clients and Firm Users work with the same information.
Dynamic charts
Charts and graphs allow users to drill down into the data and take instant action.
Advanced filters
Apply filters to your requests based on criteria that are most important to you.
Control access
Quickly see who has access to an engagement and the last time they visited.
File views
Find the files you need instantly with a list of all of the files in an engagement.
Export to Excel
Export requests, conversations, history, client lists, users, and audit logs directly to Excel to perform your analysis.
Smart alerts
Set intelligent alerts at the engagement level or on specific requests. Summary emails will help you keep up with critical activity.
Ready to get started?
Request List
Simplify the request process by removing the friction.
Have more time to work on what matters.
Have more time to work on what matters.
Engagements
Organize your projects into engagements that can be shared with other users.
Requests
Within an engagement, create requests, upload requests from Excel, copy requests from other engagements or build one from a template.
Sections
Group requests into sections that mirror how your project is structured. Think cash, accounts receivable, accounts payable, revenue, etc.
Due dates
Utilize due dates to set expectations. With due dates, you can see exactly what's due when and if there are any requests past due.
High priority
Identify the items that are of the highest priority and call those items to a user's attention.
Assign requests
Know who is responsible for each request.
Engagement overview
View KPI's and status of individual requests in one location.
Drag & drop
Add files easily. Drag them directly into a request.
Automated workflow
Workflow automatically moves forward based on the user type and action taken.
Verification
Control when a request is marked verified to make sure everyone knows what to work on next.
Collaborate
Start conversations on individual requests. With conversations in one location, the whole team will be kept in the know.
No limits
There are no limits on file size, the number of documents, requests, engagements, sections, or users.
360-degree transparency
See the last date any user visited an engagement. The engagement history provides details of user actions.
Copy engagements
Have an engagement you want to use as a template? Copy it and eliminate the time spent building request lists from scratch.
Rollfoward engagements
At the end of an engagement, roll it forward to the next month, quarter or year. Your requests for next year are ready to go!
Reminders
Take control of how frequently users receive a reminder on past due items or summarized activity.
Private requests
Make specific requests private. Clearly see who has access to private requests.
Download files
Download files individually, everything at once or files that meet your criteria.
Admin Controls
Have control over your environment and support your
firm's internal quality control standards.
firm's internal quality control standards.
Security
Quickly set your security standards for your environment. We'll help guide you through this process when onboarding.
User access
Easily remove a user from all engagements they have access to with a click of a button.
Client setup
Designate who can setup clients in myPortal to comply with your client onboarding processes.
Audit logs
Gain insights into activity with access to audit logs.
Help & Support
Our customer support team is here to help. We provide industry-leading
human, self-serve, and proactive support.
human, self-serve, and proactive support.
Live chat
We will help your users quickly resolve any issue with a real-life human. Our median response time is less than 5 minutes!
Self-serve
Easily search our database of short help articles or learn more about myPortal.
Onboarding
We provide onboarding support to get you up and running fast.
Short learning curve
A focus on simplicity has kept the learning curve short and sweet.
Administrative time
Our help desk allows you to offload the administrative time that typically comes with managing an application. This time is offloaded from you to us—no more troubleshooting or helping users reset their passwords.